CLEARWATER CAPITAL PARTNERS
Company Profile
| As of Date | 03/31/2026 |
| ADV Location | Cayman Islands / United States, IL |
| Adviser Type - Large advisory firm | |
| Number of Employees | 23 28% |
| of those in investment advisory functions | 15 25% |
| AUM* | 1,681,301,200 36% |
| of that, discretionary | 1,420,826,889 38% |
| Private Fund GAV* | 894,417,309 -18% |
| Avg Account Size | 601,970 45% |
| High Net Worth | 29.50% 29% |
| SMA’s | Yes |
| Private Funds | 10 1 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Disclosure Reporting
| 11.H(2) | Currently subject to civil proceeding |
Recent News
Reported AUM
942M
807M
673M
538M
404M
269M
135M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count10 | GAV$894,417,309 |